13F Pro

Hedge Funds Similar to MAGNOLIA ADVISORS

13F Portfolio OverlapQ2 2026MAGNOLIA ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MAGNOLIA CAPITAL ADVISORS LLC is an institutional investor managing $583M across 295 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MAGNOLIA ADVISORS are TMB Partners, CALIBER WEALTH , / KS, Phoenix Wealth Advisors, with shared positions in $RF, $ETN, $ETR, $ADI, $JCI, $VZ. The full ranking of 25 similar funds is below.

#1TMB Capital Partners, LLCPassive
Some overlap · 9 shared positions
$RF$ETN$ETR$ADI$JCI$VZ
$321M
177 positions
#2CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 9 shared positions
$ETN$ETR$NEE$ADI$JCI$VZ
$1.0B
300 positions
#3Phoenix Wealth AdvisorsActive
Some overlap · 9 shared positions
$ETN$ETR$NEE$ADI$JCI$VZ
$297M
129 positions
#4Tulsa Wealth Advisors, INCActive
Some overlap · 9 shared positions
$ETN$NEE$ADI$JCI$ETR$VZ
$710M
166 positions
#5HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 9 shared positions
$ETN$NEE$ADI$JCI$ETR$VZ
$461M
144 positions
#6Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 8 shared positions
$ETN$ETR$ADI$JCI$VZ$UNP
$378M
205 positions
#7Scissortail Wealth Management, LLCPassive
Some overlap · 8 shared positions
$ETN$ETR$ADI$JCI$VZ$UNP
$520M
106 positions
#8Winthrop Partners - WNY, LLCPassive
Some overlap · 8 shared positions
$ETN$NEE$ADI$JCI$VZ$UNP
$202M
87 positions
#9Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 8 shared positions
$ETN$NEE$ADI$JCI$VZ$UNP
$251M
74 positions
#10Clear Trail Advisors, LLCPassive
Some overlap · 8 shared positions
$ETN$NEE$ADI$JCI$VZ$UNP
$655M
161 positions
#11LightSquare Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ETN$NEE$ADI$JCI$VZ$UNP
$145M
104 positions
#12Wealth Intelligence, LLCActive
Some overlap · 7 shared positions
$ETN$ADI$JCI$VZ$UNP$CB
$215M
59 positions
#13Peterson Wealth ServicesPassive
Some overlap · 6 shared positions
$ETN$ADI$PLTR$UNP$CB$MSI
$459M
245 positions
#14RAYMOND JAMES FINANCIAL INCPassive
Some overlap · 7 shared positions
$ETN$ADI$CB$MSI$VZ$UNP
$368.9B
5,396 positions
#15Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$RF$ETN$NEE$VZ$UNP
$239M
126 positions
#16NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ETN$NEE$ADI$UNP$CB
$381M
144 positions
#17OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$ETN$NEE$PLTR$VZ$CB
$329M
323 positions
#18Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$NEE$ADI$VZ$UNP$CB
$116M
240 positions
#19FARMERS TRUST CO
Some overlap · 5 shared positions
$NEE$PLTR$VZ$UNP$CB
$637M
203 positions
#20CrossGen Wealth, LLCPassive
Some overlap · 5 shared positions
$ETN$JCI$UNP$CB$MSI
$129M
214 positions
#21Nemes Rush Group LLCPassive
Some overlap · 5 shared positions
$ETN$JCI$UNP$CB$MSI
$1.2B
954 positions
#22Invera Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$ETN$JCI$UNP$CB$MSI
$186M
132 positions
#23Meadow Creek Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$ETN$CB$UNP$ADI$MSI
$164M
139 positions
#24Good Harbor Advisors, Inc.Passive
Some overlap · 5 shared positions
$NEE$VZ$UNP$CB$ADI
$102M
87 positions
#25Stonebrook Private Inc.Passive
Some overlap · 5 shared positions
$ETN$ADI$MSI$CB$JCI
$548M
271 positions

Compare MAGNOLIA ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View MAGNOLIA ADVISORS’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.